Braun Bostich & Associates Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $138 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $9.22M, Ishares Msci Usa Quality Facto with a value of $7.06M, Blackrock ETF Tr U S Equity Fa with a value of $6.81M, Spdr Portfolio with a value of $5.86M, and Msci Eafe Value ETF with a value of $5.26M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $128M to 138M.
Braun Bostich & Associates Inc. is based out at Canonsburg, PA
Below you can find more details about Braun Bostich & Associates Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$138 Million
ETFs: $107 Million
Technology: $10.4 Million
Consumer Cyclical: $6.31 Million
Financial Services: $3.46 Million
Consumer Defensive: $2.91 Million
Healthcare: $2.56 Million
Communication Services: $2.44 Million
Industrials: $1.54 Million
Other: $1.67 Million
Stock Holdings Table Market Cap. of $200 Billions or more